Why Oklo Stock Popped on Thursday

1:20 PM ET on Thursday, shares of Oklo soared by 4% following news that they had successfully completed the Nuclear Regulatory Commission’s (NRC) pre-application readiness assessment for the initial phase of a combined license application (COLA) to construct their “Aurora powerhouse” at Idaho National Laboratory (INL).

What does this mean?

In simpler terms, Oklo is moving forward in the process of potentially constructing a small modular reactor at INL. Specifically, they are now eligible to submit an application for permission to do so. However, it’s important to note that whether or not their application will be approved by the NRC is still undecided.

In simpler terms, this development may not significantly impact the company’s stock, but according to Oklo’s CEO, Jacob DeWitte, it suggests that the Nuclear Regulatory Commission views Oklo as progressing well and potentially approvable when they file their application.

As an eager advocate, I’m thrilled to share that Oklo’s next significant milestone on our decade-long quest for approval is just around the corner! We’re preparing to submit our Commercial Operating License Application (COLAs), a crucial step towards operational success. This exciting submission is expected to take place later this year, keeping us one step closer to realizing our vision of clean energy production.

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Is Oklo stock a buy?

Although Oklo is currently not yet a fully operational business, it has made significant progress over the past 10 years and is now 10 years closer to becoming a reality. The company’s long-term goal is to design and manufacture its own reactors, install them on customer sites, and then manage the operations of these reactors while providing electricity. This would be similar to how traditional electric utilities operate, where they generate power and charge customers for their usage.

If everything proceeds smoothly, the company’s first nuclear reactor is expected to start operating in 2027, marking the beginning of their revenue generation for that year. Experts predict that Oklo won’t become profitable until 2030. Whether purchasing the stock at its current $10 billion market value is advisable largely depends on the profit it’s projected to make in 2027 and throughout future years.

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2025-07-17 23:48